Information Needed

See more
See less

Preauth Amount field in SF

  • Filter
  • Time
  • Show
Clear All
new posts

  • Preauth Amount field in SF

    When a preauthorized transaction comes in it creates an opportunity record where the amount is $0. The amount gets updated when the credit card eventually gets charged. Right now, the only place I can find the preauthorized amount is in the CnP Data record. And unfortunately, I can't query on the amount field from there.

    I want to build a report that lists opportunities and shows the amount pledged for each of those opportunities. Is there another field someplace where that information lives so I can report on it? I don't see it on the CnP transaction record.


  • #2
    Good day Radha

    We created a report and will include in the upcoming release, due out this week. So you will have it in the package.

    For now here is the report:

    Click image for larger version

Name:	2016-07-25_8-54-16.jpg
Views:	20
Size:	76.9 KB
ID:	25318

    We used the Opportunity & Recurring objects for this report.

    Does this help?
    Click & Pledge Support Department

    Join us @ the educational webinars:
    Live Support- read more: